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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,574 | $183,592-69.7% | $155,574-64.3% | $145,877-61.9% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.27% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $3,546 | $5,317-33.3% | $4,676-24.2% | $4,663-24.0% |
| Participant deferral / active EE | $4,478 | $6,466-30.8% | $5,629-20.5% | $6,691-33.1% |
| Admin fee / account holder | $5,426 | $19,316-71.9% | $15,914-65.9% | $13,402-59.5% |